IBEX WEALTH ADVISORS

Position in NEE — Nextera Energy Inc

CIK 1686242 BEDMINSTER, NJ

Position in NEE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$256,025

-$13,141 QoQ

Shares Held

2,917

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,527

of 3,000 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Utilities · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $9,189,759 across 3 Utilities - Regulated Electric names. NEE ranks #3 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	59,104	$8,086,018
2	PEG	Public Service Enterprise Group Inc	10,445	$847,716
3	NEE	Nextera Energy Inc This page	2,917	$256,025

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,025	2,917	+0.7%	Shares	Sole	2026-07-27
2026-03-31	$269,166	2,898	+3.5%	Shares	Sole	2026-04-30
2025-09-30	$211,296	2,799	-46.3%	Shares	Sole	2025-11-12
2025-06-30	$361,678	5,210	-95.1%	Shares	Sole	2025-08-07
2025-03-31	$7,531,424	106,241	-0.1%	Shares	Sole	2025-04-15
2024-12-31	$7,626,095	106,376	+1408.9%	Shares	Sole	2025-01-23
2024-09-30	$595,936	7,050	-92.6%	Shares	Sole	2024-11-04
2024-06-30	$6,717,461	94,866	-7.3%	Shares	Sole	2024-08-06
2024-03-31	$8,556	102,345	+123207.2%	Shares	Sole	2024-04-18
2023-12-31	$5,041	83	-99.8%	Shares	Sole	2024-01-29
2023-09-30	$2,822,449	49,266	-3.7%	Shares	Sole	2023-11-07
2023-03-31	$3,944,491	51,174	-50.0%	Shares	Sole	2023-05-15
2022-12-31	$8,556,042	102,345	-4.8%	Shares	Sole	2023-02-06
2022-09-30	$8,429,545	107,506	+12.3%	Shares	Sole	2022-10-31
2022-06-30	$7,417,956	95,765	+0.8%	Shares	Sole	2022-08-16
2022-03-31	$8,048,890	95,017	+4.5%	Shares	Sole	2022-05-16
2021-12-31	$8,491,465	90,954	+1.4%	Shares	Sole	2022-02-22
2021-09-30	$7,041,595	89,679	+0.8%	Shares	Sole	2021-11-12
2021-06-30	$6,521,993	89,001	+1.3%	Shares	Sole	2021-08-20
2021-03-31	$6,644,909	87,884	+0.9%	Shares	Sole	2021-05-05
2020-12-31	$6,721,848	87,127	+307.2%	Shares	Sole	2021-01-22
2020-09-30	$5,938,118	21,394	-0.6%	Shares	Sole	2020-10-23
2020-06-30	$5,170,139	21,527	-1.9%	Shares	Sole	2020-08-14
2020-03-31	$5,279,924	21,943	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.